Kelli Smith
Main:
(833) 752-6333
Toll Free: (833) 752-6333
Toll Free: (833) 752-6333
10950 Grandview Drive, Suite 600, Overland Park, Kansas, 66210
Business hours
| Monday | 8:30am to 5:00pm |
| Tuesday | 8:30am to 5:00pm |
| Wednesday | 8:30am to 5:00pm |
| Thursday | 8:30am to 5:00pm |
| Friday | 8:30am to 5:00pm |
| Saturday | - |
| Sunday | - |
About us
I became a planner because I want people to have clarity and peace of mind around their money. With a mix of logical thinking and empathy, I help build financial plans that can give them those things. I’m also passionate about helping my kids reach their academic and athletic goals and guiding them into adulthood. In my spare time, I make sure to recharge at home. But I also stay active, whether it’s hiking in the mountains, traveling, or attending concerts and sporting events.
| Tags | Financial Advisor, Financial Planner, Retirement Planner, Investment Management, Investment Advisor, Financial Services, Wealth Management, Wealth Advisor, Wealth Adviser, Wealth Management Firm, Financial Planning Firm, Financial Firm, Retirement Planning Services |
| Services | Registered Investment Advisors (RIA), Financial Advice, Financial Planning, Retirement Planning, Investment Management |